Asset Analyst, Capital Formation
About this role
About the Role Asset Analyst will be responsible for portfolio monitoring and addressing compliance and asset management issues during the underwriting and closing stage, throughout the compliance period, and through the disposition/exit stage of the New Market Tax Credit investments. The Asset Analyst will focus on NMTC projects for Baker Tilly clients to deliver required reviews, comments, and work product related to pre-closing and post-closing financial models and reviews of construction budgets/draws. He/she will be responsible for all aspects of compliance reporting for client portfolio, verification and accuracy, and analysis of additional community impact reporting. The Asset Analyst will assess project and partnership risk factors in compliance with Section 45 provisions, allocation agreement requirements, and operating agreement conditions.
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